Parish Giving Scheme Ltd Job Description and Person Specification

Job Title PGS Administrator

Salary Grade £10,274 per annum pro rated salary (£17,979 per annum Full Time Salary)

Section/Team Parish Giving Scheme (PGS)

Reporting to PGS Head of Operations

Date of issue January 2016

Overall Purpose of Post

To receive, process and manage regular donations received through the Parish Giving Scheme (PGS); a method of giving regularly through Direct Debit to support Church of England parishes.

Context in which Diocesan Jobs are carried out

We want all our people to have good working experiences – and we seek to continually improve our working systems and arrangements. We welcome and encourage new ideas and suggestions about what we can do better.

Responsibilities & Nature and Scope of Role Accountabilities

1 Donor gift administration  Receive record and process PGS gift forms by entering donors onto the donor management database and issuing a confirmation letter to the donor within an agreed timescale.  Ensure the Direct Debit instruction is created in accordance with the donors request and complies with the Direct Debit guarantee.

Record keeping and data retention 2  Ensure record keeping requirements for gift forms and associated documentation is accurate and kept secure through the use of electronic and manual filing systems.  Comply with Data Protection principles and maintain donor confidentially.

1 PGS Administrator Job Description January 2016  Ensure all changes requested by the donor Donor care and administration 3 are and authorised third parties are accurately implemented within the agreed time frame.  Ensure the donor is kept informed and notified in good time with any change that may affect their gift. Resource and literature 4  Receive record and issue PGS resources to Parishes upon request and monitor levels of stock.  Distribute resource and literature in the most cost effective way.

Parish registration and administration 5  Support new parishes through the PGS registration process and register new Parishes on the data base and finance systems.  Assist with the secure distribution of financial statements to PGS statement receivers within an agreed timescale.

Management information and 6  Support in the provision of management communication information and data requests from Dioceses, Parishes and Donors as appropriate.  To identify the communication needs of the Dioceses, Parishes and donors and select the appropriate method of communication.

Processes and procedures 7  Support the creation, development, streamlining and maintenance of a consistent and central record of processes and procedures.

Ad hoc system/database upgrades, 8  Provide support with ad-hoc projects, pilots, improvement projects and initiatives and operational improvement miscellaneous tasks tasks.  Perform tasks as delegated by the Operations Manager.

Generic Responsibilities

1 The role requires the upmost confidentiality of donor’s details and giving amounts. These standards must be upheld at all times.

2 PGS Administrator Job Description January 2016 2 To welcome visitors and/or receive incoming enquiries and telephone calls - dealing promptly and courteously with enquiries and ensuring high quality customer service at all times

3 To ensure that all health and safety instructions are followed and that care is taken to ensure safety for self and colleagues, reporting concerns immediately

4 To undertake as requested other duties as may reasonably be expected

Person Specification

Essential (or expected to Attributes Desirable train/qualify to that standard)

. Polite and courteous . Good analytical and reasoning skills . Honest General . Good time management . Good verbal and written communication skills

Qualification . None . Donor database management s & Training

. Either an understanding of . Work within a finance / fundraising databases or experience of department operating electronic bespoke . Experience of electronic banking systems . Experience of dealing with members . Experience of work within a busy Experience of the public as a representative of office environment an organisation . Good understanding of the important issues faced by the Church

. Knowledge of Word , Excel and . User experience of the Advanced Outlook NFP NG data base Knowledge, . Ability to plan, organise and skills and prioritise effectively, in order to abilities meet deadlines . Ability to communicate well

Personal . Positive attitude to working . Committed to the aims and ambitions of the Diocese and in tune . Willingness to seek help when Qualities with the ethos of the non-profit 3 PGS Administrator Job Description January 2016 required. sector . Strong people skills, fair minded and able to communicate well. . Capable of delivering results to deadlines. . Team player, willing to share in key decision making.

4 PGS Administrator Job Description January 2016